Relationship Banker (Bilingual English and Russian Required) - Coney Island Ave and Ave V - Brooklyn, NY
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "About Us", "About The Team" maybe not needed unless they contain substantive info? The instruction: include a section ONLY when posting has real, specific content for it. The "About Us" and "About The Team" are generic company description; might be considered boilerplate? Probably we should omit them as they are not specific to role. Also remove "Note that any felony conviction..." etc? That's part of qualifications? It's about compliance; might be considered part of requirements. But it's legal boilerplate; but it's specific to role (Dodd Frank etc). Might keep as part of Requirements? However instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The Dodd Frank etc is legal but specific to role; not sure. The instruction says remove legal boilerplate. Likely we should omit those paragraphs about Dodd Frank, NMLS, etc. Also remove "Further information about NMLS..." link. Also remove "About Us", "About The Team". Also remove "We offer a competitive total rewards package..." maybe that's benefits? It mentions benefits but vague; we should not create Benefits section unless posting actually states them. It does mention benefits: comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. That's specific enough? It says "We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more." That's substantive. So we can include Benefits section with list.
Pay: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions." That's pay info. So we can include Pay section.
Schedule: "Ability to work branch hours including weekends and some evenings." That's schedule info. So we can include Schedule section.
Now we need to structure.
Sections: About the role (maybe from first paragraph). Responsibilities (list). Requirements (maybe combine Required Qualifications, Capabilities, And Skills). Skills maybe separate? But we can combine into Requirements section with lists.
We must not create thin sections; prefer few substantive sections. Could have About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. That's six sections; maybe okay.
We must not repeat job title as heading. Use
for each section heading.
We must not include Job ID etc.
We must preserve all substantive information; do not invent or summarize away detail.
We need to extract details.
Let's parse the job description.
First paragraph: "Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch."
That's About the role.
Responsibilities: bullet list after "Job Responsibilities". Let's extract each line:
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
That's responsibilities.
Required Qualifications, Capabilities, And Skills: list:
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- Bilingual English and Spanish required.
Preferred Qualifications, Capabilities, And Skills:
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
- Dodd Frank/Truth in Lending Act (maybe note). Actually the line: "Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act". This is part of preferred.
But we may treat preferred as part of Requirements? Could separate but we want few sections. Could combine required and preferred into Requirements section with subheadings? But we only allowed for section headings, not subheadings. Could just list all qualifications (required and preferred) as list items, maybe marking preferred? But we must preserve all substantive information; we can include both required and preferred as list items without labeling. That's okay.
But we must not create thin sections; maybe we can have Requirements section containing both required and preferred.
Now Benefits: from "We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more."
We can list those.
Pay: from "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions."
We can list as prose.
Schedule: from "Ability to work branch hours including weekends and some evenings." Already in qualifications but we can also put schedule section.
Now we must remove boilerplate: "About Us", "About The Team", "Equal Opportunity Employer/Disability/Veterans", "Visit our FAQs...", "We are an equal opportunity employer..." etc. Also remove "Further information about NMLS..." link. Also remove "Note that any felony conviction..." etc. Also remove "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators." etc. That's legal; we should remove per instruction. Also remove "As such, upon active employment..." etc. So we will omit those paragraphs.
Now produce HTML.
Structure:
About the role
...
Responsibilities
- ...
...
Requirements
- ...
...
Benefits
- ...
...
Pay
...
Schedule
Ability to work branch hours including weekends and some evenings.
Check for duplication: schedule also appears in qualifications; but we keep schedule section.
Now ensure we preserve all substantive information from the posting that we kept.
Let's extract exact phrasing.
About the role paragraph: We'll copy exactly as in posting: "At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch."
Note: The original starts with "Job Description At Chase,". We should omit "Job Description". So start with "At Chase,...".
Responsibilities lines: need to keep punctuation.
List them exactly:
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
Check dash vs hyphen; we keep as is.
Requirements list: combine required and preferred.
Let's list each item exactly as in posting.
Required:
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- Bilingual English and Spanish required.
Preferred:
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
- Dodd Frank/Truth in Lending Act
But note: The preferred includes "Dodd Frank/Truth in Lending Act" as a line; but we decided to
for prose. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "About Us", "About The Team" maybe not needed unless they contain substantive info? The instruction: include a section ONLY when posting has real, specific content for it. The "About Us" and "About The Team" are generic company description; might be considered boilerplate? Probably we should omit them as they are not specific to role. Also remove "Note that any felony conviction..." etc? That's part of qualifications? It's about compliance; might be considered part of requirements. But it's legal boilerplate; but it's specific to role (Dodd Frank etc). Might keep as part of Requirements? However instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The Dodd Frank etc is legal but specific to role; not sure. The instruction says remove legal boilerplate. Likely we should omit those paragraphs about Dodd Frank, NMLS, etc. Also remove "Further information about NMLS..." link. Also remove "About Us", "About The Team". Also remove "We offer a competitive total rewards package..." maybe that's benefits? It mentions benefits but vague; we should not create Benefits section unless posting actually states them. It does mention benefits: comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. That's specific enough? It says "We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more." That's substantive. So we can include Benefits section with list. Pay: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions." That's pay info. So we can include Pay section. Schedule: "Ability to work branch hours including weekends and some evenings." That's schedule info. So we can include Schedule section. Now we need to structure. Sections: About the role (maybe from first paragraph). Responsibilities (list). Requirements (maybe combine Required Qualifications, Capabilities, And Skills). Skills maybe separate? But we can combine into Requirements section with lists. We must not create thin sections; prefer few substantive sections. Could have About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. That's six sections; maybe okay. We must not repeat job title as heading. Use
for each section heading.
We must not include Job ID etc.
We must preserve all substantive information; do not invent or summarize away detail.
We need to extract details.
Let's parse the job description.
First paragraph: "Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch."
That's About the role.
Responsibilities: bullet list after "Job Responsibilities". Let's extract each line:
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
That's responsibilities.
Required Qualifications, Capabilities, And Skills: list:
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients – elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
- Bilingual English and Spanish required.
Preferred Qualifications, Capabilities, And Skills:
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
- Dodd Frank/Truth in Lending Act (maybe note). Actually the line: "Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act". This is part of preferred.
But we may treat preferred as part of Requirements? Could separate but we want few sections. Could combine required and preferred into Requirements section with subheadings? But we only allowed for section headings, not subheadings. Could just list all qualifications (required and preferred) as list items, maybe marking preferred? But we must preserve all substantive information; we can include both required and preferred as list items without labeling. That's okay.
But we must not create thin sections; maybe we can have Requirements section containing both required and preferred.
Now Benefits: from "We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more."
We can list those.
Pay: from "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions."
We can list as prose.
Schedule: from "Ability to work branch hours including weekends and some evenings." Already in qualifications but we can also put schedule section.
Now we must remove boilerplate: "About Us", "About The Team", "Equal Opportunity Employer/Disability/Veterans", "Visit our FAQs...", "We are an equal opportunity employer..." etc. Also remove "Further information about NMLS..." link. Also remove "Note that any felony conviction..." etc. Also remove "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators." etc. That's legal; we should remove per instruction. Also remove "As such, upon active employment..." etc. So we will omit those paragraphs.
Now produce HTML.
Structure:
About the role
About the role
...
Responsibilities
- ... ...
Requirements
- ... ...
Benefits
- ... ...
Pay
...
Schedule
Ability to work branch hours including weekends and some evenings.
Check for duplication: schedule also appears in qualifications; but we keep schedule section. Now ensure we preserve all substantive information from the posting that we kept. Let's extract exact phrasing. About the role paragraph: We'll copy exactly as in posting: "At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch." Note: The original starts with "Job Description At Chase,". We should omit "Job Description". So start with "At Chase,...". Responsibilities lines: need to keep punctuation. List them exactly: - Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. - Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. - Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. - Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. - Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. - Adhere to policies, procedures, and regulatory banking requirements. Check dash vs hyphen; we keep as is. Requirements list: combine required and preferred. Let's list each item exactly as in posting. Required: - 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. - Ability to create memorable experiences for our clients – elevate the client experience. - Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. - Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. - Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. - High school degree, GED, or foreign equivalent. - The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. - Ability to work branch hours including weekends and some evenings. - Bilingual English and Spanish required. Preferred: - College degree or military equivalent. - Experience adhering to banking policies, procedures, and regulatory requirements. - Dodd Frank/Truth in Lending Act But note: The preferred includes "Dodd Frank/Truth in Lending Act" as a line; but we decided to